Lululemon Athletica Inc

Spooky September Crushes the Market Insider Buying Week 09-06-24

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So far, September is living up to its reputation as the cruelest month in the market, and it’s just week one.  The S&P 500 ended the week down 4 out of five days for the worst week since March 2023, the week Silicon Valley Bank collapsed. If you remember, the regional banking market was holding on by a thread until the Federal Reserve and Treasury changed the rules. It allowed banks unfettered liquidity, staving off a run on the entire banking industry, which would have forced many banks to take actual marks on their long-duration, underwater government bonds. That would … Read more

Insider Buying Week 03-29-24 The Coming Wave changes Everything

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Something significant is happening when staid Dell Technologies is up 31% on its latest quarterly earnings. A massive uptick in capex spending is underway, directly attributable to the stampede to embrace AI.   After a year or more of belt-tightening in tech spending, that moment has arrived, almost all at once, when companies realize they have to invest in AI or be disrupted or obsoleted by a Chatbot, robot, or some version of machine learning. This is truly an “internet game-changing moment,” and the spending free-for-all has just begun.   The architect behind this 20-year evolution is NVidia, a handful of … Read more